Using the Package Detail View

Only the system administrator and users with an administrator role can access these features.

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

Your workspace may be different depending on your access rights or if your installation uses a customized Sage SalesLogix Web Client.

How Do I?

Open the Package Detail view

Use the Lookup to search for records

Switch to the List view

Use the Task Pane group list

View a group

Information Boxes

Name - The product package name.
Description - Description for the product package.
Status - The status of the package. Click the ellipsis button and select an item from the list.
Create Date - Displays the date the product package was created.
Created By - Displays the name of the user who created the product package.
Modify Date - Displays the date the product package information was last changed.
Modified By - Displays the name of the user who last changed the product package information.

detail view tabs

Each tab shows specific information you can use for package related activities. Click a link to see more information about each tab.

Products

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.